Values-based Investing

What is it?

Investing that has the power to deliver competitive returns and bring about positive change.

Values Based Investing (VBI) is an investment philosophy that considers criteria based on Environmental, Social and Governance (ESG) values, alongside financial returns, when selecting an investment opportunity.

This is one of the newest and fastest growing sectors within the investment universe. There are now over 1,254 managers representing over $34 trillion committed to VBI worldwide . According to the United States Sustainable Investment Forum (US SIF), VBI accounts for around one in every nine dollars under professional management in the US.

VBI covers a range of strategies and asset classes, from listed equity funds through to private equity investments. Increasingly new investment models are being developed that employ values-based investing to enhance returns as well as drive positive change.

Source: UNPRI- April 2013

Impact investing

Find out more about the selection process for qualifying Impact investments via the Social Stock Exchange (SSX) and their range of quoted member shares and bonds.

Investment Choices

Funds investing in Listed Financial Instruments:

  • Ethical: Negative screening: remove all “sin” sectors companies from portfolio (includes pornography, armaments, gambling, natural resources and alcohol). Positive screening: as above but also only select companies with “best in class” CSR (Corporate Social Responsibility) credentials from remaining universe.
  • ESG (Environmental, Social & Governance) -based investment: Integrating long-term ESG criteria into investment decision making in order to produce superior financial returns. This differentiates it from ethical investments, which set financial returns as a secondary consideration, subordinate to ethical or sustainability goals

Private Equity based funds:

  • Impact Investments: investments in businesses or projects with the primary aim of delivering positive change (e.g. microfinance. Community investing)
  • Green Tech: investing in new technologies that reduce or eliminate harmful impact to the environment (includes renewable fuels, waste treatment, water recycling etc.)

Allocation Policy

Before you subscribe to any New Issues you should read our Allocation Policy.

Register Interest

Register your interest in Values Based Investing to be kept informed of all our offers:

Current Offers

Type Name Theme Offer Details Closing Date Further Info  
Global Equities Alquity Future World Global Emerging Markets
  • Initial Fee Waived
  • Donation increased by 50%
OFFER PERIOD NOW CLOSED
Further Info Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
7IM Sustainable Balance C Acc8.1722.0945.8868.781.50Buy
AXA Ethical Distribution Z Acc8.6621.3854.10204.042.40Buy
Aberdeen Ethical World Equity I Acc27.7224.2044.30149.491.10Buy
Aberdeen Multi Manager Ethical Portfolio I Acc22.0938.8579.1952.180.20Buy
Aberdeen Responsible UK Equity I Acc20.5716.1747.5621.032.30Buy
Alliance Trust Sustainable Future European Growth 2 Acc12.3527.0483.04153.711.59Buy
Alliance Trust Sustainable Future Global Growth 2 Acc16.2835.7184.42156.450.54Buy
Alliance Trust Sustainable Future UK Growth 2 Acc4.9623.1580.95231.451.88Buy
Alliance Trust UK Ethical 2 Acc1.5520.6179.69314.192.17Buy
Alquity Asia R GBP14.54--45.62-Buy
Alquity Asia Y GBP17.12--45.62-Buy
Alquity Future World R GBP18.24--5.96-Buy
Alquity Indian Subcontinent R GBP19.52--12.64-Buy
Alquity Latin America R GBP33.11--27.13-Buy
Alquity Latin America Y GBP35.40--27.13-Buy
Climate Assets B Acc18.9531.1668.9245.622.48Buy
F&C Responsible Global Equity 2 Acc20.8746.1198.49268.070.80Buy
F&C Responsible UK Equity Growth 2 Acc7.6524.0579.04354.412.20Buy
F&C Responsible UK Income 2 Acc3.8121.2372.96293.883.50Buy
FP WHEB Sustainability C Acc18.0140.7372.69121.000.15Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
7IM Sustainable Balance C Inc8.3022.2945.9368.781.50Buy
AXA Ethical Distribution Z Inc8.6121.4054.01204.042.45Buy
Aberdeen Ethical World Equity I Inc27.7024.1844.25149.491.10Buy
Aberdeen Multi Manager Ethical Portfolio I Inc22.0738.8579.1952.180.20Buy
Aberdeen Responsible UK Equity I Inc20.5916.2147.5921.032.30Buy
BlackRock GF New Energy D4RF GBP22.9331.1960.89910.03-Buy
Castlefield B.E.S.T Income Inst Inc0.8617.2350.2019.744.60Buy
Climate Assets B Inc18.8431.1468.2445.622.53Buy
EFA Eden SRI B Inc7.3818.43-5.752.37Buy
EFA Eden SRI A Inc7.1817.73-5.752.37Buy
EdenTree Amity European B17.8926.3282.3469.492.01Buy
EdenTree Amity International B22.4223.2257.02207.321.91Buy
EdenTree Amity Sterling Bond B4.3914.1634.6290.065.07Buy
EdenTree Amity UK B3.3217.4672.20134.452.32Buy
F&C Responsible Global Equity 2 Inc20.8545.8198.35268.070.70Buy
F&C Responsible UK Equity Growth 2 Inc7.6323.8178.86354.412.10Buy
F&C Responsible UK Income 2 Inc3.8121.2272.87293.884.10Buy
FP WHEB Sustainability C Inc18.0137.6168.86121.000.89Buy
Henderson Global Care Growth I Inc19.6844.17100.69528.880.80Buy
Henderson Global Care UK Income I Inc3.5625.3287.48166.344.20Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Bacit Limited5.2621.67-1.62129.40Buy
Impax Environmental Markets Ord 10P35.2049.89126.21-12.35237.88Buy
Jupiter Green Investment20.5722.8795.35-4.39172.05Buy
Ludgate Environmental-49.28-65.70-71.56-15.4620.70Buy
Menhaden Capital Plc ORD 1P-18.13---23.4685.58Buy
NextEnergy Solar Fund Limited Red Ord Npv17.41--5.88102.00Buy
Tejoori238.89-23.75-39.00--Buy
Trading Emissions PLC124.3433.58207.70-6.30Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
Lyxor UCITS ETF WORLD WATER D GBP7.0424.0158.36-GBXCommodity & EnergyBuy
UBS ETF - MSCI EMU Socially Responsible UCITS ETF (EUR) A Dis GBP12.7721.9531.14-GBXEquity - EthicalBuy
iShares Dow Jones Europe Sustainability Screened UCITS ETF GBP8.5212.8418.8265.56GBPEquity - EthicalBuy
iShares Dow Jones Global Sustainability Screened UCITS ETF GBP20.0827.3640.0680.79GBPEquity - EthicalBuy
iShares Global Clean Energy UCITS ETF GBP4.994.498.8127.62GBPCommodity & EnergyBuy

VCTs

Name1 Year (%)3 Years (%)5 Years (%)NAVDiscountNDYSector
Foresight Planned Exit VCT-13.23-26.32-20.3645.60-42.9853.85VCT GeneralistBuy
Foresight Solar & Infrastructure VCT PLC C ORD 1P-6.99-6.68-83.10-1.936.14VCT Specialist EnvironmentalBuy
Foresight Solar & Infrastructure VCT PLC D---100.99-0.98-VCT Specialist Environmental Pre QualifyBuy
Foresight Solar & Infrastructure VCT PLC Ord 1P-6.01-1.3524.1797.70-7.376.63VCT Specialist EnvironmentalBuy
Hazel Renewable Energy VCT1 PLC A Shs 0.1P0.508,668.418,668.410.104,949.85-VCT Specialist EnvironmentalBuy
Hazel Renewable Energy VCT1 PLC Ord 0.1P8.7857.4646.26116.58-8.654.69VCT Specialist EnvironmentalBuy
Hazel Renewable Energy VCT2 PLC A Shs 0.1P0.508,668.418,668.410.104,949.85-VCT Specialist EnvironmentalBuy
Hazel Renewable Energy VCT2 PLC Ord 0.1P20.5458.2646.99111.62-4.584.69VCT Specialist EnvironmentalBuy
Octopus VCT 3 PLC ORD 1P-2.45-6.13-80.10-0.756.29VCT Specialist EnvironmentalBuy
Octopus VCT 4 PLC ORD 1P-1.31-6.13-80.10-0.756.29VCT Specialist EnvironmentalBuy
TP Income VCT plc-58.2041.2868.13-26.61-VCT GeneralistBuy
Ventus 2 VCT PLC D SHS 25P4.85--124.30-14.723.30VCT Specialist Environmental Pre QualifyBuy
Ventus VCT19.8550.00126.68111.64-5.0515.09VCT Specialist EnvironmentalBuy
Ventus VCT 25.1049.44160.5475.70-7.537.50VCT Specialist EnvironmentalBuy
Ventus VCT 2 C23.2552.1845.85121.60-7.077.08VCT Specialist EnvironmentalBuy
Ventus VCT C22.6254.9253.94120.50-6.227.08VCT Specialist EnvironmentalBuy
Ventus VCT PLC D SHS 25P4.85--121.30-12.613.30VCT Specialist Environmental Pre QualifyBuy

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Please be aware of the risks involved. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. Past performance is no guarantee of future performance. Tax treatment depends on your individual circumstances and may be subject to change. If in any doubt, please seek advice.

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